TWFG, Inc.
TWFG- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0002007596
No open-market purchases or sales by TWFG, Inc. insiders were filed in the last 90 days; 81 institutions reported holding it in 13F filings for Q2 2026, worth $219.1M in total; Giverny Capital is the only superinvestor holding it.
Q2 2026 vs. Q1 2026
How the institutions holding TWFG, Inc. changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 85 | 1 | 81 | −3 |
| Shares | 11.0M | 703 | 9.11M | −1.92M (−17.4%) |
| Value | $202.9M | $12.9K | $219.1M | +$16.2M (+8.0%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held TWFG, Inc. at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| D. E. Shaw & Co., Inc. | 28,178 | $677.7K | 0.00% |
| Dockside LLC | 13,852 | $333.1K | 0.08% |
| Walleye Capital LLC | 10,885 | $261.8K | 0.00% |
| Healthcare of Ontario Pension Plan Trust Fund | 10,228 | $246.0K | 0.00% |
| Gsa Capital Partners LLP | 8,996 | $216.0K | 0.01% |
| Wells Fargo & Company | 1,127 | $27.1K | 0.00% |
| EverSource Wealth Advisors, LLC | 592 | $14.2K | 0.00% |
| Aster Capital Management (DIFC) Ltd | 328 | $7.89K | 0.00% |
| Quarry LP | 121 | $2.91K | 0.00% |
| GAMMA Investing LLC | 96 | $2.31K | 0.00% |
| JPMorgan Chase & Co | 58 | $1.40K | 0.00% |
Sold out (14)
Institutions that held TWFG, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Capital International Investors | 1,065,732 | $19.6M |
| Nuveen, LLC | 495,092 | $9.10M |
| Balyasny Asset Management LLC | 170,182 | $3.13M |
| Lighthouse Investment Partners, LLC | 59,909 | $1.10M |
| HRT Financial LP | 45,555 | $837.0K |
| TD Asset Management Inc | 40,208 | $739.4K |
| Axq Capital, LP | 28,353 | $521.4K |
| Magnetar Financial LLC | 21,683 | $398.8K |
| 1832 Asset Management L.P. | 16,962 | $311.9K |
| Squarepoint Ops LLC | 16,878 | $310.4K |
| SEI Investments Co | 12,473 | $229.4K |
| Quadrant Capital Group LLC | 2,357 | $43.3K |
| Acadian Asset Management LLC | 1,156 | $21.0K |
| Rachor Investment Advisory Services, LLC | 6 | $111 |
Not filed for Q2 2026 yet (1)
Institutions that held TWFG, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 703 | $12.9K |